Patrick Bruski, financial advisor Key West FL

Patrick Bruski

CRD Number: 6125652
Current Firm: Newedge Advisors

Patrick Bruski (CRD# 6125652) is an Investment Advisor Representative working at Newedge Advisors in Key West, FL and has over 11 years of experience in the finance industry. Patrick Bruski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Key West, FL Mar 2023 - Current 1
Edward Jones St Louis, MO Oct 2012 - Mar 2023 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Patrick Bruski
Phone Number: 504-459-4391
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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